Zen Horizon
Reports
Insights
Topics
Baillie Board
Search
Membership
Reports
Insights
Topics
Baillie Board
Search
Membership
Log in / Sign up
Log in
✓
English
中文
Español
Français
Deutsch
Português
日本語
한국어
Русский
Home
›
Browse by industry
›
Power Equipment (Gas Turbines & Grid)
Industries
Power Equipment (Gas Turbines & Grid)
All research in Power Equipment (Gas Turbines & Grid) — 1 reports.
48
/100
Hold
Siemens Energy Deep Research under the Zen Horizon Framework
Siemens Energy (ENR.XETRA) is a global full-stack power technology leader spun out of Siemens AG in 2020, spanning generation, transmission, industrial decarbonization, and wind through Siemens Gamesa. The company has reversed sharply from the Siemens Gamesa turbine-quality crisis and a FY2023 net loss of €4.59 billion to FY2025 net income of €1.685 billion and pre-tax free cash flow of €4.66 billion. Research rating Hold: a wide-moat crisis turnaround with real structural exposure to AI power demand and grid investment, but valuation already prices in much of the upside.
Siemens Energy
·
ENR
· XETRA
·
Power Equipment (Gas Turbines & Grid)
·
Jun 8, 2026